ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.94B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$30.1M
3
+$26.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$24.6M
5
PYPL icon
PayPal
PYPL
+$22.8M

Top Sells

1
+$29.8M
2
+$26.3M
3
+$22.9M
4
RTX icon
RTX Corp
RTX
+$12M
5
MU icon
Micron Technology
MU
+$10.5M

Sector Composition

1 Technology 17.68%
2 Healthcare 14.8%
3 Financials 14.21%
4 Consumer Staples 11.54%
5 Consumer Discretionary 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.1M 0.14%
25,826
+6,984
127
$7.08M 0.14%
96,360
-860
128
$6.73M 0.14%
+55,367
129
$6.69M 0.14%
20,301
+3,028
130
$6.5M 0.13%
340,120
-1,935
131
$6.36M 0.13%
146,334
+7,351
132
$6.31M 0.13%
30,814
+50
133
$6.19M 0.13%
64,804
+2,690
134
$5.94M 0.12%
149,645
-226,946
135
$5.84M 0.12%
26,637
+19,394
136
$5.76M 0.12%
16,240
+647
137
$5.71M 0.12%
135,395
+8,173
138
$5.7M 0.12%
14,489
+8,113
139
$5.46M 0.11%
92,424
-1,289
140
$5.41M 0.11%
25,719
+3,252
141
$5.39M 0.11%
319,624
-2,017
142
$5.3M 0.11%
106,030
-3,130
143
$5.26M 0.11%
+194,496
144
$5.16M 0.1%
+164,546
145
$4.99M 0.1%
+40,879
146
$4.95M 0.1%
256,163
-2,526
147
$4.71M 0.1%
62,207
-1,642
148
$4.66M 0.09%
36,326
+3,910
149
$4.62M 0.09%
38,882
-296
150
$4.51M 0.09%
37,211
+11
4 5
6
7 8